Choreo, LLC

Choreo, LLC (CRD# 111221) is a financial advisory firm headquartered in Rockford, IL. They manage $16,030,866,060 in 24,966 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
6735 Vistagreen Way, Suite 110, Rockford, IL 61107
https://www.facebook.com/choreoadvisors
By the Numbers
  • Total Assets Under Management
    16,031
    MILLION
  • Total Number of Accounts
    24,966
    ACCOUNTS
  • Average Account Value
    $642,108
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Choreo, LLC
Showing 51 - 60 of 109 top financial advisors.
51
Michael Lin, financial advisor Gaithersburg MD
Michael Lin
CRD#: 6036087
9801 Washingtonian Blvd, Suite 500, Gaithersburg, MD 20878

Michael Lin (CRD# 6036087) is an Investment Advisor Representative working at Choreo, LLC in Gaithersburg, MD and has over 12 years of experience in the finance industry.

52
Kevin Lors, financial advisor Des Moines IA
Kevin G. Lors
CRD#: 6262516
400 Locust St, Suite 640, Des Moines, IA 50309

Kevin Lors (CRD# 6262516) is an Investment Advisor Representative working at Choreo, LLC in Des Moines, IA and has 1 year of experience in the finance industry.

53
Andrew Lynch, financial advisor South Bend IN
Andrew D. Lynch
CRD#: 6749833
130 S Main St Suite 250, South Bend, IN 46601

Andrew Lynch (CRD# 6749833) is an Investment Advisor Representative working at Choreo, LLC in South Bend, IN and has over 7 years of experience in the finance industry.

54
Michael Lynch, financial advisor New York NY
Michael J. Lynch
CRD#: 3093476
100 Park Avenue #9, Suite 900, New York, NY 10017

Michael Lynch (CRD# 3093476) is an Investment Advisor Representative working at Choreo, LLC in New York, NY and has over 25 years of experience in the finance industry.

55
Jessica Macklin, financial advisor Rockford IL
Jessica L. Macklin
CRD#: 6716261
1252 Bell Valley Road, Suite 300, Rockford, IL 61108

Jessica Macklin (CRD# 6716261) is an Investment Advisor Representative working at Choreo, LLC in Rockford, IL and has over 7 years of experience in the finance industry.

56
Keith Mayhew, financial advisor Gaithersburg MD
Keith R. Mayhew
CRD#: 4404274
9801 Washingtonian Blvd., Suite 500, Gaithersburg, MD 20878

Keith Mayhew (CRD# 4404274) is an Investment Advisor Representative working at Choreo, LLC in Gaithersburg, MD and has over 20 years of experience in the finance industry.

57
Raymond Morrill, financial advisor Los Angeles CA
Raymond M. Morrill
CRD#: 6126449
515 S Flower St, 17th Floor, Los Angeles, CA 90071

Raymond Morrill (CRD# 6126449) is an Investment Advisor Representative working at Choreo, LLC in Los Angeles, CA and has over 11 years of experience in the finance industry.

58
Bryan Moscinski, financial advisor Rockford IL
Bryan D. Moscinski
CRD#: 5653893
1252 Bell Valley Road Suite 300, Rockford, IL 61108

Bryan Moscinski (CRD# 5653893) is an Investment Advisor Representative working at Choreo, LLC in Rockford, IL and has over 15 years of experience in the finance industry.

59
Birju Munshi, financial advisor Rockford IL
Birju R. Munshi
CRD#: 5660028
6735 Vistagreen Way, Suite 110, Rockford, IL 61107

Birju Munshi (CRD# 5660028) is an Investment Advisor Representative working at Choreo, LLC in Rockford, IL and has over 11 years of experience in the finance industry.

60
Katherine Murphy, financial advisor Charlotte NC
Katherine Murphy
CRD#: 4212120
300 South Tryon Street, Suite 1500, Charlotte, NC 28202

Katherine Murphy (CRD# 4212120) is an Investment Advisor Representative working at Choreo, LLC in Charlotte, NC and has over 11 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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